Heritage Global (HGBL) Institutional Ownership

$1.62

-0.01 (-0.61%)

(As of 09/13/2024 ET)

Current Institutional Ownership Percentage: 33.46%
Number of Institutional Buyers (last 12 months): 9
Total Institutional Inflows (last 12 months): $2.83M

Number of Institutional Sellers (last 12 months): 6
Total Institutional Outflows (last 12 months): $1.24M

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HGBL Institutional Buying and Selling by Quarter

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Heritage Global Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
8/9/2024	Renaissance Technologies LLC	318,217	$783K	0.0%	-11.0%	0.852%
8/9/2024	Dimensional Fund Advisors LP	449,864	$1.11M	0.0%	+11.8%	1.205%
5/16/2024	Ancora Advisors LLC	472,388	$1.25M	0.0%	+34.6%	1.265%
5/16/2024	Connective Capital Management LLC	203,938	$538K	0.8%	N/A	0.546%
5/16/2024	Janus Henderson Group PLC	20,445	$54K	0.0%	N/A	0.055%
5/14/2024	Herr Investment Group LLC	432,900	$1.14M	0.3%	+10.7%	1.159%
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4/10/2024	Ridgewood Investments LLC	197,547	$522K	0.3%	+3.9%	0.532%
2/15/2024	Perritt Capital Management Inc.	340,591	$947K	0.5%	-4.1%	0.917%
2/12/2024	1492 Capital Management LLC	303,621	$844K	0.5%	+173.8%	0.817%
1/12/2024	Mutual Advisors LLC	167,530	$466K	0.0%	-20.4%	0.451%
1/11/2024	Ridgewood Investments LLC	190,047	$528K	0.3%	+16.6%	0.512%
11/14/2023	Quadrature Capital Ltd	177,838	$560K	0.0%	-11.0%	0.479%
11/14/2023	Mutual Advisors LLC	210,500	$657K	0.0%	-31.0%	0.567%
11/13/2023	EAM Investors LLC	333,504	$1.04M	0.2%	-28.7%	0.898%
11/13/2023	Acadian Asset Management LLC	156,915	$488K	0.0%	-29.4%	0.422%
11/7/2023	Barclays PLC	17,022	$53K	0.0%	N/A	0.046%
10/26/2023	Punch & Associates Investment Management Inc.	2,761,465	$8.62M	0.6%	+13.2%	7.433%
8/14/2023	Perritt Capital Management Inc.	355,091	$1.29M	0.7%	-7.3%	0.957%
8/11/2023	Cibc World Market Inc.	116,300	$421K	0.0%	+38.3%	0.313%
8/7/2023	Acadian Asset Management LLC	222,310	$802K	0.0%	+940.1%	0.599%
7/31/2023	Mutual Advisors LLC	305,000	$1.10M	0.0%	N/A	0.822%
7/28/2023	Koshinski Asset Management Inc.	1,195,943	$4.33M	0.5%	-20.8%	3.223%
7/27/2023	Virtu Financial LLC	16,591	$60K	0.0%	N/A	0.045%
5/9/2023	Wedbush Securities Inc.	66,500	$191K	0.0%	-55.7%	0.179%
4/25/2023	Ridgewood Investments LLC	163,000	$468K	0.3%	+6.5%	0.441%
4/12/2023	Koshinski Asset Management Inc.	1,510,829	$4.34M	0.4%	N/A	4.091%
4/12/2023	Naviter Wealth LLC	29,421	$84K	0.0%	N/A	0.080%
1/31/2023	Wedbush Securities Inc.	150,000	$353K	0.0%	-6.3%	0.406%
11/15/2022	Perritt Capital Management Inc.	413,424	$666K	0.4%	+36.7%	1.119%
10/18/2022	Bailard Inc.	31,718	$51K	0.0%	N/A	0.086%
10/13/2022	Ridgewood Investments LLC	153,000	$246K	0.2%	+4.5%	0.415%
7/21/2022	Wedbush Securities Inc.	160,000	$240K	0.0%	+79.0%	0.436%
7/19/2022	Ridgewood Investments LLC	146,418	$220K	0.2%	+10.1%	0.399%
7/12/2022	Koshinski Asset Management Inc.	1,488,443	$2.23M	0.2%	N/A	4.058%
4/19/2022	Wedbush Securities Inc.	89,375	$121K	0.0%	+87.5%	0.244%
1/14/2022	Koshinski Asset Management Inc.	1,449,321	$2.71M	0.2%	+10.4%	3.962%
1/13/2022	Wedbush Securities Inc.	47,662	$89K	0.0%	+242.0%	0.130%
11/15/2021	Ancora Advisors LLC	459,420	$900K	0.0%	+18.0%	1.266%
10/12/2021	Koshinski Asset Management Inc.	1,312,321	$2.57M	0.2%	+156.5%	3.616%
10/8/2021	Wedbush Securities Inc.	13,938	$27K	0.0%	N/A	0.038%
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8/13/2021	Renaissance Technologies LLC	48,729	$123K	0.0%	+77.1%	0.137%
8/13/2021	Ancora Advisors LLC	389,297	$985K	0.0%	+12.0%	1.091%
8/13/2021	Geode Capital Management LLC	147,325	$372K	0.0%	+12.6%	0.413%
8/13/2021	Vanguard Group Inc.	1,236,606	$3.13M	0.0%	-2.2%	3.467%
8/12/2021	Dimensional Fund Advisors LP	24,520	$62K	0.0%	N/A	0.069%
5/19/2021	Virtu Financial LLC	28,911	$82K	0.0%	N/A	0.081%
5/18/2021	Millennium Management LLC	21,006	$60K	0.0%	-73.8%	0.059%
5/18/2021	Punch & Associates Investment Management Inc.	2,244,185	$6.40M	0.4%	+4.0%	6.291%
5/18/2021	Perritt Capital Management Inc.	249,189	$710K	0.4%	+837.2%	0.699%
5/13/2021	Renaissance Technologies LLC	27,517	$78K	0.0%	N/A	0.077%
5/12/2021	Geode Capital Management LLC	130,815	$372K	0.0%	N/A	0.367%
5/6/2021	Koshinski Asset Management Inc.	912,321	$2.60M	0.3%	N/A	2.558%
4/27/2021	Ridgewood Investments LLC	130,000	$371K	0.2%	+4.0%	0.368%
2/16/2021	Punch & Associates Investment Management Inc.	2,158,630	$5.74M	0.4%	+968.6%	6.134%
2/13/2021	Ancora Advisors LLC	148,006	$394K	0.0%	N/A	0.421%
2/11/2021	Northern Trust Corp	45,949	$122K	0.0%	N/A	0.131%
11/16/2020	Punch & Associates Investment Management Inc.	202,000	$463K	0.0%	N/A	0.574%

(Data available from 1/1/2016 forward)

HGBL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HGBL shares?: During the previous two years, 21 institutional investors and hedge funds held shares of Heritage Global. The most heavily invested institutionals were Punch & Associates Investment Management Inc. ($8.62M), Koshinski Asset Management Inc. ($4.33M), Ancora Advisors LLC ($1.25M), Herr Investment Group LLC ($1.14M), Dimensional Fund Advisors LP ($1.11M), EAM Investors LLC ($1.04M), and Perritt Capital Management Inc. ($947K).Learn more on HGBL's institutional investors.
What percentage of Heritage Global stock is owned by institutional investors?: 33.46% of Heritage Global stock is owned by institutional investors. Learn more on HGBL's institutional investor holdings.
Which institutional investors have been buying Heritage Global stock?: Of the 17 institutional investors that purchased Heritage Global stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Koshinski Asset Management Inc. ($1.51M), Punch & Associates Investment Management Inc. ($322.50K), Mutual Advisors LLC ($305K), Connective Capital Management LLC ($203.94K), Acadian Asset Management LLC ($200.94K), 1492 Capital Management LLC ($192.71K), and Ancora Advisors LLC ($121.48K).

How much institutional buying is happening at Heritage Global?: Institutional investors have bought a total of 3,256,313 shares in the last 24 months. This purchase volume represents approximately $9.53M in transactions.
Which Heritage Global major shareholders have been selling company stock?: The following institutional investors have sold Heritage Global stock in the last 24 months: Koshinski Asset Management Inc. ($314.89K), Mutual Advisors LLC ($137.47K), EAM Investors LLC ($134.49K), Wedbush Securities Inc. ($93.50K), Acadian Asset Management LLC ($65.40K), Perritt Capital Management Inc. ($42.50K), and Renaissance Technologies LLC ($39.20K).
How much institutional selling is happening at Heritage Global?: Institutional investors have sold a total of 849,424 shares in the last 24 months. This volume of shares sold represents approximately $2.75M in transactions.